459 Andrew Inwood

Produced By: Ensombl

Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

459 Andrew Inwood

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.50 CPD points.

1. What factor has contributed significantly to restoring trust in financial advisers post-Royal Commission?

Reduced fees across the board
Increased interaction and positive service delivery
Stricter product promotions

2. According to Andrew Inwood, what is the key driver of satisfaction in retirement for Australians?

Owning an investment property
High-income pension plans
Owning a home outright

3. What is one effective method used internationally to engage consumers in retirement planning?

Advertising through mass campaigns
Personalized, target-date communications
Mandating consultations with financial advisers

Details

Andrew is the Founder at CoreData Group. He and James discuss CoreData’s research on the advice industry, the challenges and opportunities for superannuation funds, international best practices, demographic shifts impacting retirement planning, consumer sentiment, and the future outlook for financial advice in Australia.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.1

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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459 Andrew Inwood

Podcast

459 Andrew Inwood

Quiz

Details

Learning Outcomes

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